See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,519 | $77,813+49.7% | $123,544-5.7% | $64,186+81.5% |
| Participation rate | 68.3% | 74.7%-6.4pp | 82.3%-14.0pp | 69.6%-1.3pp |
| Annual return | -7.97% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,071 | $3,014-31.3% | $4,628-55.3% | $2,381-13.0% |
| Participant deferral / active EE | $7,444 | $5,240+42.1% | $6,426+15.9% | $3,470+114.6% |
| Admin fee / account holder | $6,170 | $5,519+11.8% | $9,284-33.5% | $4,888+26.2% |